Institutional Ownership Ishares Russell Mid Cap Growth (IWP)
This table provides information about the institutional ownership of Ishares Russell Mid Cap Growth (IWP). We have compiled data on the 1,223 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,126
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
9,059
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
9,056
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
9,055
shares
|
$1.13 Million
0.41% of portfolio
|
Q4 2024
Added 38.58%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
9,033
shares
|
$1.13 Million
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
9,031
shares
|
$1.13 Million
0.67% of portfolio
|
Q4 2023
Reduced 8.12%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,022
shares
|
$1.13 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
9,002
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,979
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
8,946
shares
|
$1.12 Million
1.48% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,880
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
8,800
shares
|
$1.1 Million
0.52% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
8,687
shares
|
$1.09 Million
1.15% of portfolio
|
Q4 2022
Reduced 62.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
8,684
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,672
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
8,640
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
8,638
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 99.0%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,466
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2023
Reduced 2.15%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
8,440
shares
|
$1.05 Million
0.46% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,352
shares
|
$1.04 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,161
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
8,095
shares
|
$1.01 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,091
shares
|
$1.01 Million
0.49% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
8,077
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
8,000
shares
|
$999,680
0.15% of portfolio
|
Q3 2024
Added 706.45%
|